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ENGAGE 2020


PFP2036 - Creating a Better Client Experience with Stories, Sketches. . .and Magic!


Jun 10, 2020 3:30pm ‐ Jun 10, 2020 4:20pm

Description

Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor-based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.

Learning Objectives:
  • Attendees will learn new ways of looking at financial markets
  • Attendees will learn new ways to communicate investment topics with clients using sketches

Speaker(s):

Tags: PFP
Category: Concurrent Session (Onsite and Online)

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